JPMorgan Chase & Co.
DE ˙ XTRA ˙ US46625H1005
257,55 € ↑2,65 (1,04%)
2026-06-02
AKTIENPREIS
SecurityDE:CMC / JPMorgan Chase & Co.
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership46,619 shares
Latest Disclosed Value $ 13,713,526
Larson Financial Group LLC reports 10.86% increase in ownership of CMC / JPMorgan Chase & Co.

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 46,619 shares of JPMorgan Chase & Co. (DE:CMC) valued at $11,862,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 42,051 shares of JPMorgan Chase & Co.. This represents a change in shares of 10.86% during the quarter. The current value of the position is $12,006,723 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 46,619 4,568 10.86 13,714 1.21 0.4112
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 42,051 1,695 4.20 13,550 6.44 0.4508
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 40,356 2,722 7.23 12,730 16.67 0.4451
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 37,634 3,851 11.40 10,911 31.65 0.4367
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,783 2,900 9.39 8,287 11.94 0.3926
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,883 6,186 25.05 7,403 42.17 0.3826
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 24,697 2,649 12.01 5,208 16.78 0.2953
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,048 1,172 5.61 4,459 6.65 0.3040
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,876 -1,218 -5.51 4,182 11.26 0.3230
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 22,094 -833 -3.63 3,758 13.06 0.3284
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 22,927 4,868 26.96 3,325 26.58 0.3269
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,059 -693 -3.70 2,626 7.49 0.2625
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,752 -24 -0.13 2,444 -2.94 0.2655
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,776 -1,194 -5.98 2,518 20.60 0.3014
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,970 18,909 1,782.19 2,087 1,653.78 0.2969
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,061 134 14.46 119 -5.56 0.0206
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 927 -257 -21.71 126 -32.62 0.0201
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,184 485 69.38 187 64.04 0.0297
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 699 -99 -12.41 114 -8.06 0.0226
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 798 170 27.07 124 29.17 0.0288
2021-05-06 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 628 33 5.55 96 26.32 0.0283
2021-04-08 2021-03-31 13F JPMORGAN CHASE COM 46625H100 595 0 76 0.0259
2021-01-14 2020-12-31 13F JPMORGAN CHASE COM 46625H100 595 56 10.39 76 46.15 0.0259
2020-10-08 2020-09-30 13F JPMORGAN CHASE COM 46625H100 539 -127 -19.07 52 -17.46 0.0214
2020-07-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 666 69 11.56 63 16.67 0.0299
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 597 409 217.55 54 107.69 0.0338
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 188 47 33.33 26 52.94 0.0150
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 141 0 0.00 17 6.25 0.0111
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 141 1 0.71 16 14.29 0.0119
2019-04-05 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 140 1 0.72 14 0.00 0.0111
2019-04-04 2019-03-31 13F JPMORGAN CHASE COM 46625H100 139 0 14 0.0129
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 139 139 14 0.0129
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.